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Current Employers
Longview Wealth Management

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-08-06
  • GA RA
    APPROVED
    Since 2018-08-06

Branch Locations

5605 Glenridge Drive Suite 300, Atlanta, GA 30342 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ccf Invesments, Inc Greensboro GA 04/2006 02/2017
Regions Bank Winder GA 02/2017 07/2018
Cetera Investment Services Llc St. Cloud MN 02/2017 07/2018
Cetera Investment Advisers Llc Winder GA 05/2018 07/2018
Longview Wealth Management Atlanta GA 07/2018 Present
Cambridge Investment Research, Inc. Fairfield IA 08/2018 12/2022
M. S. Howells & Co Scottsdale AZ 01/2023 Present
  • 04/2006 → 02/2017
    Ccf Invesments, Inc
    Greensboro, GA
  • 02/2017 → 07/2018
    Regions Bank
    Winder, GA
  • 02/2017 → 07/2018
    Cetera Investment Services Llc
    St. Cloud, MN
  • 05/2018 → 07/2018
    Winder, GA
  • 07/2018 → Present
    Atlanta, GA
  • 08/2018 → 12/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2023 → Present
    M. S. Howells & Co
    Scottsdale, AZ
Previous Registrations
Other Businesses

1. Madison First United Methodist Church; non-investment related; 296 S Main St Madison, GA 30650; Position/Title- Chairperson for Finance Committee; Start date- 1.1.24; Approximately 1 hour per month, 0 during trading hours; Description- Lead Finance Committee meetings 2. AUG 2018; INDEPENDENT INSURANCE AGENT, ATLANTA, GA; NON INVESTMENT RELATED; INSURANCE SALES; DEVOTE 1 HR/MONTH DURING MARKETHOURS. 3. AUG 2018; LONG VIEW WEALTH MANAGEMENT, ATLANTA, GA; INVESTMENT RELATED; RIA; CCO; COMPLIANCE FUNCTIONS RELATED TO ADVISORYDEVOTE 80 HRS/MONTH DURING MARKET HOURS. 4. JAN 2023; MS HOWELLS & CO; ATLANTA, GA, INVESTMENT RELATED; REGISTERED REPRESENTATIVE; 120/HRS/MONTH DURING MARKET HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-02
S63 Uniform Securities Agent State Law Examination 2013-10-24
  • S65 Uniform Investment Adviser Law Examination
    2018-05-02
  • S63 Uniform Securities Agent State Law Examination
    2013-10-24

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